Security record · archived quarter
HLI
Houlihan Lokey, Inc. · Financial Services · Investment - Banking & Investment Services
130Tracked holders
+1Δ holders
37.89MShares held
$5.44BReported value
+9New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth +0.8% ·
share flow +2.6% ·
net new positions 0.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | -1 | 46.99K | $5.91M | n/a | −1 |
| Q2 2026 | 122 | -6 | 40.18M | $5.39B | +3 | −8 |
| Q1 2026 | 130 | +1 | 37.89M | $5.44B | +9 | −9 |
| Q4 2025 | 129 | +2 | 40.17M | $7.00B | +4 | −1 |
| Q3 2025 | 16 | -2 | 18.93M | $3.89B | n/a | −3 |
| Q2 2025 | 16 | +1 | 18.23M | $3.28B | +2 | −1 |
| Q1 2025 | 12 | 0 | 5.39M | $870.85M | +1 | −1 |
| Q4 2024 | 12 | -1 | 5.30M | $920.77M | +1 | −2 |
| Q3 2024 | 12 | +2 | 4.02M | $635.52M | +2 | n/a |
| Q2 2024 | 10 | n/a | 4.21M | $567.45M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.28M | +0.8% | $758.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×17 |
| 2 | Kayne Anderson Rudnick Investment… | 2.64M | -4.7% | $379.47M | 1.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Vanguard Capital Management Llc | 2.42M | n/a | $347.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 1.75M | +2.8% | $251.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 5 | State Street Global Advisors ✦ (passive) | 1.69M | -0.6% | $243.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.59M | +189.3% | $228.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 7 | Wellington Management ✦ | 1.36M | +6.0% | $195.53M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 8 | Geode Capital Management ✦ (passive) | 1.35M | -4.8% | $194.10M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 9 | Capital Research Global Investors | 1.31M | +36.6% | $188.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 1.15M | -4.2% | $165.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 11 | Bamco Inc /Ny/ | 1.06M | -5.6% | $152.44M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 950.87K | -0.3% | $136.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | Fidelity (FMR) ✦ | 856.02K | -23.9% | $122.94M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 14 | Raymond James Financial Inc | 701.59K | -11.9% | $99.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Sei Investments Co | 689.53K | +0.1% | $99.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Clearbridge Investments, LLC | 625.23K | +9.9% | $89.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 623.72K | +14.5% | $89.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Dimensional Fund Advisors Lp | 616.52K | +15.2% | $88.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 19 | Neuberger Berman Group LLC | 610.94K | -2.8% | $87.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northern Trust Corp | 526.68K | +3.3% | $75.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 21 | Citadel Advisors ✦ | 488.15K | +627.7% | $70.11M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 22 | Invesco Ltd. | 474.77K | -37.6% | $68.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 23 | Jennison Associates Llc | 468.56K | -20.3% | $67.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Charles Schwab Investment… | 452.61K | +7.2% | $65.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 420.65K | -0.8% | $60.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 26 | AQR Capital Management ✦ | 399.34K | +5.2% | $57.33M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 27 | Nomura Asset Management… | 379.18K | -2.0% | $54.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 359.11K | +51.4% | $51.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Wells Fargo & Company/Mn | 346.37K | -12.1% | $49.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Envestnet Asset Management Inc | 329.44K | -4.1% | $47.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 297.48K | +4700.4% | $41.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Caisse De Depot Et Placement Du… | 272.06K | +16.2% | $39.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 255.16K | +46.6% | $36.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Schroder Investment Management Group | 258.23K | n/a | $36.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Tudor Investment Corp Et Al | 232.72K | +83.3% | $33.42M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 194.97K | -18.6% | $28.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 37 | HighTower Advisors, LLC | 193.01K | -13.4% | $27.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 174.86K | +13.8% | $25.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 39 | Bnp Paribas Financial Markets | 156.92K | +1020.1% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Rhumbline Advisers | 156.85K | -0.3% | $22.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 158.46K | 0.0% | $22.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 42 | Millennium Management ✦ | 151.95K | +39.5% | $21.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 138.52K | -6.6% | $19.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 44 | Grantham, Mayo, Van Otterloo & Co.… | 137.24K | +37.8% | $19.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 122.16K | -13.3% | $17.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Principal Financial Group Inc | 121.73K | +4.0% | $17.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Assenagon Asset Management S.A. | 117.61K | New | $16.89M | 0.0% | New | 1 | SEC ↗ |
| 48 | Nuveen, LLC | 117.20K | -1.4% | $16.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Balyasny Asset Management L.P. | 116.33K | New | $16.71M | 0.0% | New | 1 | SEC ↗ ×2 |
| 50 | Amundi | 113.47K | +322.8% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Capital International Investors | 112.96K | -63.9% | $16.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Swiss National Bank | 107.84K | +0.6% | $15.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | California Public Employees… | 107.37K | +3.3% | $15.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Two Sigma Investments ✦ | 106.28K | New | $15.26M | 0.0% | New | 1 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 105.18K | -47.9% | $15.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Barclays Plc | 99.92K | -18.7% | $14.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 57 | New York State Common Retirement… | 90.62K | -4.8% | $13.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | BNP Paribas Asset Management… | 89.10K | +13.0% | $12.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Alliancebernstein L.P. | 69.83K | -80.2% | $12.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Citigroup Inc | 84.32K | -4.3% | $12.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | LPL Financial LLC | 81.03K | -29.8% | $11.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Legal & General Group Plc | 76.17K | -11.6% | $10.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Prudential Financial Inc | 68.83K | +87.6% | $9.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | California State Teachers… | 64.37K | +25.3% | $9.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 62.82K | -15.8% | $9.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 66 | Nordea Investment Management Ab | 51.02K | -4.0% | $7.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 67 | Boston Partners | 49.67K | +13.1% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 68 | T. Rowe Price ✦ | 48.41K | -69.9% | $6.95M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 69 | Stifel Financial Corp | 47.01K | -35.6% | $6.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Quantinno Capital Management LP | 45.23K | +157.1% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Creative Planning | 41.99K | +73.9% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 38.14K | -2.4% | $5.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Fifth Third Bancorp | 36.43K | +126.7% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Jane Street Group, Llc | 35.49K | -38.3% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Deutsche Bank Ag\ | 34.02K | -5.6% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 76 | Corient Private Wealth LP | 33.60K | +35.2% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Janus Henderson Group Plc | 33.19K | -79.5% | $4.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | First Trust Advisors Lp | 32.60K | -92.0% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Tidal Investments LLC | 29.82K | +10.7% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 26.55K | -19.6% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 81 | Wealth Enhancement Advisory… | 26.32K | -8.8% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Ensign Peak Advisors, Inc | 25.89K | +28.5% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Cetera Investment Advisers | 24.09K | -16.1% | $3.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | American Century Companies Inc | 23.19K | +8.8% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Zurcher Kantonalbank (Zurich… | 22.28K | +19.4% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Healthcare Of Ontario Pension Plan… | 21.01K | New | $3.02M | 0.0% | New | 1 | SEC ↗ |
| 87 | Bridgewater Associates ✦ | 20.55K | +471.1% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Baird Financial Group, Inc. | 19.79K | -21.2% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | Us Bancorp \De\ | 19.10K | -4.3% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 90 | Man Group plc | 18.89K | -54.3% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | State Board Of Administration Of… | 18.83K | 0.0% | $2.70M | 0.0% | Held | 2 | SEC ↗ |
| 92 | Point72 Asset Management ✦ | 18.42K | -84.0% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Hsbc Holdings Plc | 18.30K | -64.4% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Cerity Partners LLC | 18.21K | -3.7% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 95 | Squarepoint Ops LLC | 17.19K | New | $2.47M | 0.0% | New | 1 | SEC ↗ |
| 96 | Pnc Financial Services Group, Inc. | 16.59K | -0.5% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 97 | State Of Wisconsin Investment Board | 15.92K | +52.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Victory Capital Management Inc | 15.75K | -36.9% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Canada Pension Plan Investment Board | 14.70K | 0.0% | $2.11M | 0.0% | Held | 2 | SEC ↗ |
| 100 | Mml Investors Services, Llc | 14.13K | -31.4% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Assenagon Asset Management… | $16.89M | 0.0% |
| Balyasny Asset Management L.P. | $16.71M | 0.0% |
| Two Sigma Investments | $15.26M | 0.0% |
| Healthcare Of Ontario Pension… | $3.02M | 0.0% |
| Squarepoint Ops LLC | $2.47M | 0.0% |
Exited
| Norges Bank | $115.48M | was 0.0% |
| Daiwa Securities Group Inc. | $3.40M | was 0.0% |
| Renaissance Technologies | $1.24M | was 0.0% |
| Marshall Wace | $736,649 | was 0.0% |
| Lido Advisors, LLC | $243,681 | was 0.0% |
| National Bank Of Canada /Fi/ | $224,923 | was 0.0% |
| Blair William & Co/Il | $219,480 | was 0.0% |
| Danske Bank A/S | $17,419 | was 0.0% |
| Optiver Holding B.V. | $2,961 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 538 holders, 54.50M shares, $7.34B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 10
CRAIN CHRISTOPHER M
Officer · 1.00K sh · $140,150
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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